Best Jacob Walker Podcasts (2024)

1
Episode 268: Ghiané Jones of the Teachers’ Retirement System of the State of Illinois: Answering the Exam Question with Creative Solutions 26:50

2h ago26:50

26:50

Ghiané Jones, is Deputy CIO at the Teachers’ Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managing Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and N…

1
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA 57:57

19m ago57:57

57:57

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The Trump Trade" and deep dive on Fannie Mae $FNMA. For more information about Marc Rubinstein, please visit: https://www.netinterest.co/ Article on Trump Trade: https://www.netinterest.co/p/the-trump-t…

1
Zapier Lead AI PM Reid Robinson 30:43

1h ago30:43

30:43

Key Points From This Episode: Reid Robinson's professional background, and how he ended up at Zapier. What he learned during his year as an NFT founder, and how it serves him in his work today. How he gained his diverse array of professional skills. Whether one can differentiate between AI and mere automation. How Reid knew that partnering with Ope…

1
Episode 267: Jai Jacob: The Journey towards an Individualized Portfolio, with a side of Jazz 35:17

2h ago35:17

35:17

Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York, and plays the electric guitar. We hear about his upbringing in Montreal, how he cha…

1
Episode 266: Cary Carbonaro - Wealth Planner and Advocate - Preparing for the Future of Women in Wealth Management 21:29

3h ago21:29

21:29

Cary Carbonaro, is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia. In this first of two dynamic podcasts featuring leading female voices in financial …

1
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK 1:02:32

2h ago1:02:32

1:02:32

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:22] Internati…

1
Episode 265: Kristina Blaschek of William Blair: The fusion of Investments and Technology 23:54

5d ago23:54

23:54

Kristina Blaschek, is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre. Kristina starts our conversation describing her education and what drew her to the world of finance…

1
Episode 264: Keri Findley of Tacora Capital: On Private Credit and Triple Axels - where execution is key 40:45

4d ago40:45

40:45

Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point Our conversation starts with her childhood and in particular her high school years, when Keri spent up to 40 hours per week practicing figure skating alo…

1
Fishing Clash AOY leader Jake Lawrence 1:39:40

4d ago1:39:40

1:39:40

Nearing the end of a spectacular season, Fishing Clash Angler of the Year leader Jake Lawrence stops by the show for an in-depth interview. Topics include what went wrong at Kentucky Lake, what he learned in his first foray north, and a lot more.By Major League Fishing

1
The mysterious Marshall Hughes 53:41

17d ago53:41

53:41

A standout rookie on the Tackle Warehouse Invitationals, Marshall Hughes is winding up a great season that has him on the cusp of Bass Pro Tour qualification. On the show, Hughes dives into his background and some of the reasons he thinks he's seen so much success fishing nationally this year.By Major League Fishing

1
Chris DeMuth's State of the Markets June 2024 34:11

10d ago34:11

34:11

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. For more information about Rangeley Capital, please visi…

1
Episode 4: Trailer Series 4 of 2024: The Rise of the Custom Portfolio 4:10

11d ago4:10

4:10

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private weal…

1
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination 1:07:38

12d ago1:07:38

1:07:38

Ron Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement. You can follow Ron Nussbaum @MaverickValue on Twitter/X here: https://x.com/MaverickValue Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:05] Overview of Capri / Tapestry acquisition and why FTC suin…

1
Leveraging Technology to Preserve Creativity with Justin Kilb 28:03

16d ago28:03

28:03

In this episode of How AI Happens, Justin explains how his project, Wondr Search, injects creativity into AI in a way that doesn’t alienate creators. You’ll learn how this new form of AI uses evolutionary algorithms (EAs) and differential evolution (DE) to generate music without learning from or imitating existing creative work. We also touch on th…

1
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process 46:42

16d ago46:42

46:42

Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp…

1
Gong VP of AI Platform Division Jacob Eckel 27:23

22d ago27:23

27:23

Jacob shares how Gong uses AI, how it empowers its customers to build their own models, and how this ease of access for users holds the promise of a brighter future. We also learn more about the inner workings of Gong and how it trains its own models, why it’s not too interested in tracking soft skills right now, what we need to be doing more of to…

1
STAY IN, They Said (Poem) 2:41

18d ago2:41

2:41

Poem co-authored by Janet Bridle and Richard Cox. To learn more about the factual underpinning of this poem see the freely downloadable Measuring the Mandates report. Poem can be read here: https://deepstateconsciousness.substack.com/p/stay-in-they-said?r=qmo44&triedRedirect=trueBy Richard Cox

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Geopolitics, COVID and the Archons - A Conversation with Jon Di Luca 1:09:02

20d ago1:09:02

1:09:02

Geopolitics, COVID and the Archons - A Conversation with Jon Di Luca Jon Di Luca hosted me on his Pronoia podcast for an informal conversation on the situation in Ukraine and Palestine, the historical parallels with the First World War, the challenges of navigating social interactions in a post COVID world, and whether the dark Archontic Gods of th…

1
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS 33:33

21d ago33:33

33:33

BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&A from the audience. For more information about Bob Ro…

1
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift 23:06

25d ago23:06

23:06

Welcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more information about Rangeley Capital, please visit: http:/…

1
Brilliant Labs CEO Bobak Tavangar 32:12

1M ago32:12

32:12

Bobak further opines on the pros and cons of Perplexity and GPT 4.0, why the technology uses both models, the differences, and the pros and cons. Finally, our guest tells us why Brilliant Labs is open-source and reminds us why public participation is so important. Key Points From This Episode: Introducing Bobak Tavangar to today’s episode of How AI…

1
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting 56:25

1M ago56:25

56:25

Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online. Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:54] Overview of Akamai Technologies and why its so interesting to Steven [13:09] $A…

1
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L 1:03:15

1M ago1:03:15

1:03:15

Yaron Naymark, Founder of 1 Main Capital, is back for the fourth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG). For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/ Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/wa…

1
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI 1:11:45

1M ago1:11:45

1:11:45

Jacob Rubin, Portfolio Manager at Philosophy Capital, joins the podcast for the third time to share two theses: the first - Caesars Entertainment (NASDAQ: CZR), the second - Gannett Co., Inc. (NYSE: GCI). For more information about Philosophy Capital, please visit: https://www.philosophycap.com/ Chapters: [0:00] Introduction + Episode sponsor: Sant…

1
Episode 263: Kurt Summers of Blackstone: Public Service from Every Angle 34:14

1M ago34:14

34:14

Kurt Summers is a Senior Managing Director and Head of Public-Private Partnerships in Blackstone’s Infrastructure Group. In this capacity, Mr. Summers is responsible for investment strategies in partnership with governments, public entities, civic and labor organizations, and broader stakeholders to help advance local infrastructure priorities and …

1
The Grand Interrogator (Poem), discussed with Adam Fitzgerald 12:03

1M ago12:03

12:03

The Grand Interrogator is a poem honouring the experience of Mansoor Adayfi, an innocent man from Yemen who was detained at Guantanamo Bay for Fifteen years. The poem draws on Mansoor's book ‘Don’t Forget Us Here: Lost and Found at Guantanamo'. The reading of the poem is preceded by a discussion with Adam Fitzgerald. Read the poem on Substack here:…

1
Episode 262: Kevin Leonard of NEPC: Towards a Sustainable Future for Public Pensions and Solving Pension Envy 37:22

1M ago37:22

37:22

Kevin Leonard is Partner and Practice Group Director – Public Funds and Taft Hartley at NEPC. He has had a long career in consulting and started his career as an accountant. Kevin has had a career of over 30 years in investment consulting, and it had a somewhat “accidental” start – being driven more by location and convenience than a calling. Thing…

1
Chris DeMuth's State of the Markets May 2024 44:44

1M ago44:44

44:44

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2024 edition, Chris shares his thoughts on: Tapestry / Capri merger, Enhabit $EHAB, ECIP banks, $INBX deal. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Santangel's …

1
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing 1:18:08

1M ago1:18:08

1:18:08

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the third time to share his thesis on Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplace that connects buyers with suppliers of custom manufacturing services. Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:23] What i…

1
Dremio Tech Evangelist Andrew Madson 29:19

2M ago29:19

29:19

Andrew shares how generative AI is used by academic institutions, why employers and educators need to curb their fear of AI, what we need to consider for using AI responsibly, and the ins and outs of Andrew’s podcast, Insight x Design. Key Points From This Episode: Andrew Madson explains what a tech evangelist is and what his role at Dremio entails…

1
69 \\ How to Start Your Business and Build it Up while working a Part-time job, Interview with KARA WALKER [PART 2] 21:11

2M ago21:11

21:11

Hey my friend, Being an entrepreneur is not always easy. There are days where everything feels hard and your goals seem just impossible to reach! Do you believe that there is just no way for you to start a side hustle? Or maybe you started out but are about to throw in the towel... If that is you, I want to give you some inspiration today! I sat do…

1
Episode 261: David Golub of Golub Capital: Giving Culture the Credit 34:22

2M ago34:22

34:22

David Golub is President at Golub Capital, a direct lender and credit manager established in 1994, and celebrating its 30th anniversary this year. As the son of a psychiatrist and psychologist, a path into finance was originally a divergent path, and a somewhat non-linear one at that. As we chart the course of David’s career we chart the arc of Gol…

1
Episode 260: Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow 27:20

2M ago27:20

27:20

Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments. W…

1
68 \\ Graduate from College DEBT-FREE with an ENTREPRENEURIAL MIND, Interview with KARA WALKER [PART 1] 23:12

2M ago23:12

23:12

Hey my friend, Is this you? You wanted to prioritize to saving for your kid's education but it just seems like such a huge goal that is out of reach. Or maybe you think there is never going to be a way for you to afford quality education. Today, I wanna give you some inspiration! I sat down with Kara Walker who graduated from college debt-free. She…

1
Episode 259: Anna McDonald of Moneta: Going for Gold - Coaching Athletes on their Financial Game 29:05

2M ago29:05

29:05

Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League B…

1
Theory Ventures General Partner Tom Tunguz 30:11

2M ago30:11

30:11

Tom shares further thoughts on financing AI tech venture capital and whether or not data centers pose a threat to the relevance of the Cloud, as well as his predictions for the future of GPUs and much more. Key Points From This Episode: Introducing Tomasz Tunguz, General Partner at Theory Ventures. What he is currently working on including AI resea…

1
Episode 3: BONUS EPISODE - Nicci Take - Deal and Presentation Coach - Sealing the Deal, Following Up and Remembering Forgetting 17:08

2M ago17:08

17:08

Nicci Take featured in our first Pride series in 2021 and shared her story as a prominent transgender advocate, inspirational speaker and coach. We have watched Nicci’s presence grow and thrive over the past 3 years, she posts frequent inspirational content on Linked IN and we we wanted to ask her back onto the podcast to share some of that wisdom …

1
Episode 258: Varun Laijawalla of Ninety One: Emerging Markets Unpacked 29:24

2M ago29:24

29:24

Varun Laijawalla is a Portfolio Manager at Ninety One, where he manages long only EM and EM ex-China portfolios. He started his career as a consultant and moved into stockpicking via Asia focused sales. Our conversation starts with his international background, which saw his family move from India to Holland when Varun was only 4 years old, and the…

1
Asif Suria on the Six Special Situation Strategies to Outperform the Market 56:52

2M ago56:52

56:52

Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market", joins the podcast to discuss the six special situation strategies he outlines in his book to outperform the market.You can buy your copy of Asif's new book, "The Event-Driven Edge in Investing: Six Special Situation Strategies to O…

1
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis 1:02:09

2M ago1:02:09

1:02:09

Enrique Abeyta, Founder/CEO of HX Research, joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE), an independent power producer ("IPP") and infrastructure company committed to the energy transition. For more information about HX Research, please visit: https://daily.hxresearch.net/ Enrique's write-up on $TLNE: https://dai…

1
Episode 257: BONUS: Avivah Wittenberg-Cox: Higher for Longer is not just for markets - Preparing for the 100 year and 4 Quarter life 31:06

2M ago31:06

31:06

In this bonus episode we meet with fellow INSEAD alumna Avivah Wittenberg-Cox advocates for new thinking in generational and gender balance. She is a consultant, coach and speaker on the rising impact of longevity on the people and on the workplace and provides advice to help businesses thrive. She is the author of seven books on gender, leadership…

1
Teaching Machines to Smell with Theta Diagnostics CTO Kordel France 34:25

2M ago34:25

34:25

Kordel is the CTO and Founder of Theta Diagnostics, and today he joins us to discuss the work he is doing to develop a sense of smell in AI. We discuss the current and future use cases they’ve been working on, the advancements they’ve made, and how to answer the question “What is smell?” in the context of AI. Kordel also provides a breakdown of the…

1
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV 1:04:03

2M ago1:04:03

1:04:03

The team that won the Pershing Square Challenge, Garrett Wallis, Jared Duda and Joseph Montgomery Ferguson, joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV). You can find their winning pitch deck here: https://1drv.ms/b/c/b9a8675d1ef0d212/EUgO7sJJKoBBsx151i7xfvkBuTziYI94y8VF02bdym1WmA?e=21DQAcChapters: [0:00] Introduct…

1
Episode 256: Jim McNamee of the NPPFA - Pensions, Promises, Persistence 27:14

2M ago27:14

27:14

Jim McNamee, is President of the National Public Pension Fund Association. He is director of Stonegate Insurance, Unique Insurance Company and Resolute Global Partners as well as the Illinois Public Pension Fund Association which he founded in 1985. He was formerly a police officer. Our conversation starts with the school of hard knocks – a strict …

1
Episode 255: Stephanie Drescher of Apollo: From legacy to laying the groundwork of a private wealth business 26:54

2M ago26:54

26:54

Stephanie Drescher is Chief Client and Product Development Officer at Apollo. She started her career in the Alternative Investment Group at JP Morgan and is a Board Member at ADT. We start our discussion with a tribute to Stephanie’s grandmother who taught her about stocks and the markets, sowing the seeds of an interest in finance that has been li…

1
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising 19:25

2M ago19:25

19:25

Welcome to the first edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investor conferences (since returning from Planet MicroCap Showcase: VEGAS 2024), control shareholders, energy drinks and stock advertising. For more information about Rangeley…

1
Episode 254: Ciara Hurley - Reflecting on a Career in Private Wealth and "Perspective" for the Next Stage 31:04

3M ago31:04

31:04

Ciara Hurley is an investment committee member at the Trinity College Dublin Endowment. Ciara recently retired from Quilter Cheviot, where she was a financial advisor for over 20 years. She has worked as a portfolio manager, as well as serving in various director and Board roles. Our conversation charts both Ciara’s career and the evolution of weal…

1
Chris DeMuth's State of the Markets April 2024 50:00

3M ago50:00

50:00

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capri-Tapestry anti-trust case, mergers blocked in greater frequency - has there been another time like this, and more! For more information about Rangeley…

1
Episode 253: Marcie Frost, CEO of CalPERS: Public Service, Pushing for Impact, and Learning how to take a Punch 44:40

3M ago44:40

44:40

Marcie Frost is the Chief Executive Officer of CalPERS, the largest pension fund in the US with over $400 billion in assets under management and serving over 2 million members in its retirement system. She was recently elected to the board of the Toigo Foundation. Our conversation starts with her very early days in public service, and how typing an…

1
Episode 252: Series 3 2024 - Trailer - A Tour through Public Service, Private Wealth and Culture 4:46

3M ago4:46

4:46

Summer is coming, and so is Series 3 of the 2024 Fiftyfaces Podcast, and this series is filled with themes that we have not touched in as much depth before. The notion of service, and in particular serving public funds – whether in an officer, trustee or consultant capacity is explored in depth – we look at the mindset required, the rewards that ac…

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